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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal United Mortgage | Austin | TX | 10/2022 | 09/2023 |
| Unemployed | Taylor | TX | 09/2023 | 02/2024 |
| Unemployed | Lakeway | TX | 05/2022 | 10/2022 |
| University Of Texas At San Antonio | San Antonio | TX | 07/2017 | 05/2019 |
| University Of Hawaii At Hilo | Hilo | HI | 08/2019 | 12/2020 |
| California Lutheran University | Thousand Oaks | CA | 01/2021 | 05/2022 |
| Unemployed | Hutto | TX | 06/2019 | 07/2019 |
| Unemployed | Hutto | TX | 05/2017 | 06/2017 |
| Hutto High School | Hutto | TX | 08/2013 | 05/2017 |
| Charles Schwab & Co., Inc. | Austin | TX | 02/2024 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 09/2025 | Present |
| Unemployed | Leander | TX | 01/2025 | 08/2025 |
| Bank Of America N. A. | Austin | TX | 10/2025 | Present |
I*2944292 Entity Type: N/A Name of OBA: Rental Property 1 Address:Leander Texas Investment Related:No Position, Title, Association:Sole owner Start Date:09/01/2025 No Hours: 0 Weekly No Hours during trading:0 Weekly Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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